Privacy Policy

Effective Date: January 2025

 

At JRM Financial Associates LLC, your privacy and trust are essential to us. We are committed to protecting your personal information and being transparent about how we collect, use, and safeguard it. This Privacy Policy outlines our practices in accordance with the Gramm–Leach–Bliley Act (GLBA) and modern industry standards.

1. Information We Collect

We collect nonpublic personal information to provide tax, accounting, and financial services. This may include:

1.1 Information You Provide

Such as:

  • Information submitted on applications, tax organizers, worksheets, and online forms
  • Details needed for tax preparation or financial records
  • Identification information (name, email, phone, address, SSN)
  • Documents you upload to our secure client portal

1.2 Information From Transactions

Including:

  • Billing and payment information

  • Records of your engagements and communications

  • Documents prepared for you and notes related to your services

1.3 Information From Third Parties

Such as:

  • Consumer reporting agencies
  • Financial institutions or payroll providers you authorize
  • Platforms you connect with our systems

1.4 Information Collected Automatically (Website Use)

Our website may collect:

  • IP address and browser type
  • Device and usage data
  • Pages visited and visit duration
  • Cookies (for functionality and basic analytics)
  • You can control cookies through your browser settings.

2. How We Use Your Information

We use your information to:

  • Provide tax, accounting, financial planning, and advisory services
  • Communicate with you regarding your engagement
  • Maintain accurate client records
  • Fulfill legal, regulatory, and professional requirements
  • Improve website performance and client experience
  • We do not use your data for advertising or sell it to third parties.

3. How We Share Your Information

We do not disclose nonpublic personal information about clients—current or former—except as permitted or required by law.

Permitted disclosures may include:

  • Federal, state, or local authorities when legally required
  • Trusted service providers who assist with secure data management
  • Other professionals (e.g., attorneys) only with your authorization
  • We never sell or rent your personal information.

4. Data Security & Protection

We take extensive measures to protect your information using physical, electronic, and procedural safeguards.

4.1 Secure Client Portal (TaxDome)

All documents shared between you and our firm are handled through the TaxDome Client Portal, which provides encrypted file storage, secure messaging, and multi-factor authentication.

TaxDome maintains:

  • SOC 2 Type II Certification (industry standard for security & availability)

  • Regular independent audits

  • Enterprise-grade data encryption

  • Secure cloud infrastructure

You can review TaxDome’s security reports here:

4.2 Website Hosting on TaxDome

Our website is created and hosted using the TaxDome Site Builder, which ensures:

  • Encrypted transmission of data
  • Secure hosting infrastructure
  • Regular security updates and monitoring

4.3 Internal Safeguards

  • Access is restricted to team members who need information to serve you
  • Staff are trained in confidentiality and data protection practices
  • Secure internal systems with multi-factor authentication
  • Ongoing monitoring for unauthorized activity

5. Your Privacy Rights

You may:

  • Request information about data we store
  • Request corrections to inaccurate information
  • Ask questions about how your data is used or protected
  • Opt out of optional communications
  • To do so, contact us at the information provided below.

6. Data Retention

We retain records for the period necessary to comply with federal, state, and professional requirements. Tax records are generally kept in accordance with IRS guidelines and industry standards.

7. Children’s Privacy

Our services are intended for adults. We do not knowingly collect or store information from children under 13.

8. Changes to This Policy

We may update this Privacy Policy periodically. The effective date at the top reflects the most recent version.

9. Contact Us

If you have questions about this Privacy Policy or how we protect your information, please contact us:

JRM Financial Associates LLC
📧 Email: [email protected]
📞 Phone: 1-800-300-3630 (Nationwide)

 

Flemington, NJ Office
24 Mine Street Suite 3B
Flemington, NJ 08822
Phone: (908) 237-1809

 

Key West, FL Office
3710 North Roosevelt Blvd
Key West, FL 33040
Phone: (305) 501-2766